See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $48,393 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $24,645 |
SNYDER CAPITAL MANAGEMENT3 years Filed as: SNYDER COHN PC Service code 10 · EIN 52-1022232 | Accounting | $12,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,121 | $26,906-21.5% | $61,373-65.6% | $77,904-72.9% |
| Participation rate | 21.8% | 33.4%-11.6pp | 52.6%-30.7pp | 73.7%-51.8pp |
| Annual return | -9.29% | -14.46%+5.2pp | 338.61%-347.9pp | 12.21%-21.5pp |
| Employer contribution / active EE | $175 | $521-66.3% | $1,159-84.9% | $2,848-93.8% |
| Participant deferral / active EE | $615 | $1,180-47.9% | $2,125-71.1% | $4,806-87.2% |
| Admin fee / account holder | $133 | $117+13.6% | $2,130-93.8% | $133+0.2% |